All OrdsMore quarterlies, including from AKP, and a big surge in the A4N price.Portfolio performancesThe Superfund portfolio rose 4.3%, taking the gain for the week to 3.1% and the return for the financial YTD to 0.7%. Movements today were as follows:A 10.9% rise in Alpha (A4N, 96.5¢ up 9.5¢, $1.1b, wkly, daily) added 3.5%. A … Read more
All Ords 8388 down 35 pts or 0.4%ISXFEU to the rescue. What is that, you ask? Well, it’s something I hardly ever mention because I am sure you are not interested. And although the Superfund owns some shares it is a small holding. But its valuation has risen sharply. Read on!Portfolio performancesThe Superfund portfolio lost … Read more
All Ords 8422 down 17 pts or 0.2%Quarterlies galore.Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 0.5% rise in Alpha (A4N, $1.025 up 0.5¢, $1.2b, daily, hrly) added 0.2%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. Audio Pixels (AKP, $6.20, $181m or $207m diluted) was suspended on 1 March. Besra Gold … Read more
All Ords 8440 down 66 pts or 0.8%The fall in RDM seems technical in nature and may not reflect investors’ view of the fundamentals.Portfolio performancesThe Superfund portfolio fell marginally as follows:A 14.1% rise in Andromeda (ADN, 0.8¢ up 0.1¢, $30m, daily, hrly) added 0.3%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 Oct. … Read more
All Ords 8476 up 7 pts or 0.1%A4N extended its fall and this was the main influence of the day, unfortunately.Portfolio performancesThe Superfund portfolio lost 1.8% as follows:A 4.2% rise in Red Metal (RDM, 12.5¢ up 0.5¢, $37m or $47m diluted, daily, hrly) added 0.1%. Animoca on Primary Markets (60¢, 48/58¢, $1.2b) last traded 7 … Read more
All Ords 8604 up 53 pts or 0.6%RDM was the highlight following its announcement of the maiden resource estimate for the gigantic Sybella REO deposit.And A4N has given up all of its recent gains. Was that a false breakout last week?Portfolio performancesThe Superfund portfolio lost 0.8% as follows:A 14.1% rise in Andromeda (ADN, 0.8¢ up … Read more
All Ords 8385 up 1 pt onlyRDM ruined the performance today, and Animoca to a lesser extent.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $13m, daily, hrly) added 0.6%. Alpha (A4N, $1.025, $1.2b, daily, hrly) closed unchanged. Andromeda (ADN, 0.7¢, $29m, daily, hrly) closed unchanged. … Read more
All Ords 8195 down 22 pts or 0.3%Some good performances amongst the dross, and some interesting announcements to analyse.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 4.4% rise in Alpha (A4N, 94¢ up 4¢, $1.07b or $1.08b diluted, daily, hrly) added 1.5%. A 17.4% rise in Red Metal (RDM, 13.5¢ up 2¢, $40m or $48m … Read more
All Ords 8344 up 23 pts or 0.3%BEZ was the star today. I comment on why it was so, and also I review BNL and RDM following their quarterlies released yesterday.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 44.9% rise in Besra Gold (BEZ, 8.7¢ up 2.7¢, $36m, daily, hrly) added 1.6%. A 10.5% rise … Read more
All Ords 8075 up 63 pts or 0.8%The extended bear market in stocks looking to mine raw materials for electric vehicles grinds on, with China being the main protagonist. Whether it be graphite, nickel, lithium, or rare earths players.Portfolio performancesThe Superfund portfolio gained 0.1% as follows:A 1.1% rise in Alpha (A4N, 90¢ up 1¢, $1.02b … Read more
All Ords 8012 down 58 pts or 0.7%RDM fundamentals are looking good and at some point this will be recognised by investors.Portfolio performancesThe Superfund portfolio gained 0.8% as follows:A 2.9% rise in Alpha (A4N, 89¢ up 2.5¢, $1.01b or $1.03b diluted, daily, hrly) added 0.9%. A 6.2% rise in Red Metal (RDM, 17¢ up 1¢, … Read more
All Ords 8012 up 2 pts onlyWaiting, waiting, waiting, that is my investment process. Waiting to be proved right, and vindicated.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:Alpha (A4N, 86.5¢, $875m or $996m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets ($¢, $b) last traded 14 June. Andromeda (ADN, 1.7¢, $53m, daily, hrly) closed … Read more
All Ords 8024 up 53 pts or 0.7%Spent so much time on PET I didn’t have time to do this report justice.Portfolio performancesThe Superfund portfolio lost 1.6% as follows:Animoca on Primary Markets (75¢, 65/82¢, $1.4b) last traded 30 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.1¢, $21m … Read more
All Ords 8120 down 12 ptsI focus again on A4N.Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 24.7% rise in Blue Star Helium (BNL, 1.0¢ up 0.2¢, $19.4m or $20.2m diluted, daily, hrly) added 1.1%. Animoca on Primary Markets (85¢, 76/85¢, $1.6b) last traded 15 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains … Read more
All Ords 8082 down 68 pts or 0.8%A good day for once, hopefully heralding more to come.Portfolio performancesThe Superfund portfolio rose 1.4%, taking the gain for the week to 1.9% and the return for the financial YTD to minus 33.7%. Movements today were as follows:A 4.2% rise in Alpha (A4N, $1.00 up 4¢, $934m or … Read more
All Ords 8150 up 129 pts or 1.6%Putting RDM and the MMA equity raising under the microscope.Portfolio performancesThe Superfund portfolio gained 0.6% as follows:A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 0.5% rise in Alpha (A4N, 96¢ up 0.5¢, $896m or $913m diluted, … Read more
All Ords 7996 down 24 pts or 0.3%Some interesting announcements. And has BNL bottomed?Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 1.1% rise in Alpha (A4N, 96¢ up 1¢, $896m or $913m diluted, daily, hrly) added … Read more
All Ords 8019 down 3 pts onlyAnother quiet day, waiting for progress on all fronts.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 5.8% rise in Andromeda (ADN, 1.8¢ up 0.1¢, $56m, daily, hrly) added 0.3%. A 6.7% rise in Red Metal (RDM, 16¢ up 1¢, $48m or $57m diluted, daily, hrly) added 0.1%. Animoca on … Read more
All Ords 7932 up 25 pts or 0.3%Dealt with 9 quarterlies plus the PET stuff so am now feeling my age.And as half expected, AKP is still not able to demonstrate its Gen II speaker chip.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:A 14.1% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or … Read more
All Ords 7817 down 82 pts or 1.0%A very quiet day.Portfolio performancesThe Superfund portfolio rose 0.4%, taking the loss for the week to 0.1% and the return for the financial YTD to minus 31.5%. Movements today were as follows:A 5.3% rise in Animoca on Primary Markets ($1.00 up 5¢, $0.90/1.00, $1.9b) added 0.6%. A 0.9% … Read more
All Ords 8045 up 19 pts or 0.2%A4N was the star today.Portfolio performancesThe Superfund portfolio gained 3.1% as follows:A 10.1% rise in Alpha (A4N, 98¢ up 9¢, $915m or $932m diluted, wkly, daily, hrly) added 3.1%. A 4.5% rise in Besra Gold (BEZ, 11.5¢ up 0.5¢, $48m or $54m diluted, daily, hrly) added 0.3%. Animoca … Read more
All Ords 8026 down 47 pts or 0.6%More commentary on AKP and RDM today.Portfolio performancesThe Superfund portfolio fell 1.8%, taking the gain for the week to nil and leaving the return for the financial YTD at minus 36.0%. Movements today were as follows:A 16.4% rise in Blue Star Helium (BNL, 0.7¢ up 0.1¢, $13.6m or … Read more
All Ords 8073 up 39 pts or 0.5%I comment today on RDM’s Sybella rare earths project and the Maronan base metals project owned by ASX-listed and 54%-owned subsidiary Maronan Metals (MMA).Portfolio performancesThe Superfund portfolio lost 0.9% as follows:A 10.0% rise in Besra Gold (BEZ, 11¢ up 1¢, $46m or $51m diluted, daily, hrly) added 0.5%. … Read more
All Ords 8074 up 37 pts or 0.5%Coming to grips with BEZPortfolio transactionsThis afternoon the Superfund sold out of the ARR position at 23¢, making a significant loss on the 41.5¢ paid on 19 Feb, and with the proceeds bought REM at 16.5¢ thus adding to the small parcel bought at 18¢ on 15 March. … Read more
All Ords 7925 up 1 pt onlyDid some more work on RDM and also some on ARR following their announcements today.Portfolio performancesThe Superfund portfolio lost 2.1% as follows:A 4.2 rise in Animoca on Primary Markets (99¢, 88/100¢, $1.9b) added 0.5%. Audio Pixels (AKP, $6.20, $181m or $196m diluted, daily, hrly) remains suspended. Red Metal (RDM, … Read more
All Ords 7926 down 48 pts or 0.6%Good to see A4N recover.PET did not take up much of my time today so I was able to spend some hours on RDM, which was great. So RDM is the main focus of today’s report.But I had to complete and publish this report on Saturday morning because … Read more
All Ords 7974 down 16 pts or 0.2%A better day. And I managed to find time to do a bit of work on BEZ and RDM.Portfolio performancesThe Superfund portfolio gained 2.7% as follows:A 10.2% rise in Alpha (A4N, 86.5¢ up 8¢, $808m or $818m diluted, daily, hrly) added 2.7%. A 3.7% rise in Besra Gold … Read more